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In a hurry? Financial Stocks Lists: Performance Trends Table, Stock Charts
Sort Financial stocks: Daily, Weekly, Year-to-Date, Market Cap & Trends.
Filter Financial stocks list by size:All Financial Large Mid-Range Small & MicroCap

On this page, you will find the most comprehensive analysis of financial stocks and ETFs - from latest trends to performances to charts - for investing & trading. Explore!
12Stocks.com Financial Stocks Performances & Trends Daily
May 3, 2024 - All trends (long term, mid-term and short term) for Financial sector looks good.

The overall Smart Investing & Trading Score is 53 (0-bearish to 100-bullish) which puts Financial sector in short term neutral trend.

The Smart Investing & Trading Score from previous trading session is 36 and hence an improvement of trend.

 Year To Date Performance: 7.85 %
 Weekly Performance: -0.66 %
 Daily Performance: 0.22 %
12Stocks.com
Financial Sector Trend
53 / 100
Here are the Smart Investing & Trading Scores of the most requested Financial stocks at 12Stocks.com (click stock name for detailed review):

12Stocks.com: Investing in Financial sector with Stocks
The following table helps investors and traders sort through current performance and trends (as measured by Smart Investing & Trading Score) of various stocks in the Financial sector.

Quick View: Move mouse or cursor over stock symbol (ticker) to view short-term Technical chart and over stock name to view long term chart. Click on to add stock symbol to your watchlist and to view watchlist. Click on any ticker or stock name for detailed market intelligence report for that stock.

12Stocks.com Performance of Stocks in Financial Sector

TickerStock NameWatchlistCategoryRecent PriceSmart Investing & Trading ScoreChange %YTD Change%
UMBFUMB  Regional - Southwest Banks82.57880.86%-1.17%
CAFMorgan Stanley Closed-End Fund - Foreign12.591000.16%-1.18%
GBLIGlobal Indemnity Insurance31.8666-1.39%-1.18%
OPYOppenheimer  Brokerage40.83830.86%-1.19%
BYByline Bancorp Regional Banks23.281002.11%-1.19%
MITTAG Mortgage Mortgage6.271008.85%-1.26%
VCVInvesco California Closed-End Fund - Debt9.68700.57%-1.28%
SIFISI  S&L42.86340.21%-1.31%
MUJBlackRock Muni Closed-End Fund - Debt11.26471.08%-1.31%
BYMBlackRock Municipal Closed-End Fund - Debt11.06370.82%-1.34%
LXLexinFintech  Credit Services1.81641.97%-1.36%
IBTGiShares iBonds Exchange Traded Fund22.56200.18%-1.36%
CMECME  Brokerage207.6800.10%-1.39%
BLEBlackRock Municipal Asset Mgmt10.53621.06%-1.40%
THYAgility Shares Exchange Traded Fund22.27320.42%-1.40%
WIAWestern Asset Closed-End Fund - Debt8.00721.20%-1.48%
AFGEAmerican  Insurance19.20471.19%-1.51%
ARRARMOUR Residential Mortgage19.02641.01%-1.55%
NCANuveen California Closed-End Fund - Debt8.82551.26%-1.56%
SPSKSP Funds Exchange Traded Fund17.63450.17%-1.56%
MUEBlackRock Muni Closed-End Fund - Debt9.86570.82%-1.60%
IIMInvesco Value Closed-End Fund - Debt11.54621.14%-1.62%
NACNuveen California Closed-End Fund - Debt10.91690.83%-1.62%
AVALGrupo Aval Foreign Banks2.39220.00%-1.65%
DMBBNY  Asset Mgmt10.14670.80%-1.65%
For chart view version of above stock list: Chart View ➞
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Detailed Overview of Financial Stocks
Financial Technical Overview, Leaders & Laggards, Top Financial ETF Funds & Detailed Financial Stocks List, Charts, Trends & More

Financial Sector: Technical Analysis, Trends & YTD Performance
Financial sector is composed of stocks from banks, brokers, insurance, REITs and services subsectors.

Financial sector, as represented by XLF, an exchange-traded fund [ETF] that holds basket of Financial stocks (e.g, Bank of America, Goldman Sachs) is up by 7.85% and is currently outperforming the overall market by 0.97% year-to-date. Below is a quick view of Technical charts and trends:

XLF Weekly Chart
Long Term Trend: Good
Medium Term Trend: Good

XLF Daily Chart
Short Term Trend: Very Good
Overall Trend Score: 53
YTD Performance: 7.85%
**Trend Scores & Views Are Only For Educational Purposes And Not For Investing


12Stocks.com: Top Performing Financial Sector Stocks
Hot Financial Stocks of 2024 We try to spot trends by analyzing the performances of various stocks or components within Financial sector and try to find best performing stocks. The movers and shakers. The winners and losers.

The top performing Financial sector stocks year to date are
Root [437%] Banco Macro[110%] Hippo [103%]
Gladstone Capital[100%] Grupo Financiero[99%] Banco BBVA[93%]
EverQuote [78%] Grupo Supervielle[69%] Yiren Digital[67%]
LendingTree [63%] Lufax Holding[53%] Victory Capital[52%]
View complete list of Financial stocks by year-to-date performance

Now, more recently, over last week, the top performing Financial sector stocks on the move are
Office Properties[43.3%] LendingTree [30.2%] SelectQuote [26.7%]
Heartland [23%] Industrial Logistics[20.8%] New York[18.9%]
KE [17.8%] Banco Macro[17.2%] Siebert [16.8%]
Douglas Elliman[16.4%] eXp World[14.7%] Territorial Bancorp[14.7%]
View complete list of Financial stocks by weekly performance

Unfortunately not all Financial stocks have done well this year. Investors of these stocks hope they have seen the worst and hope that these stocks are set to bounce back. The bearish stocks in this index year to date (YTD) are
New York[-65%] Texas Pacific[-64%] Office Properties[-61%]
Hywin [-59%] Fathom [-54%] Douglas Elliman[-53%]
FRP [-51%] AlTi Global[-50%] Fangdd Network[-48%]
Fanhua [-48%] OppFi [-46%] eHealth [-46%]
.
Investors can get enhanced performance by riding the current stock trends. Using complex algorithms, 12Stocks.com has come up with Smart Investing & Trading Scores (on 0-bearish to 100-bullish scale) to identify best trending stocks. Top trending Financial stocks are
Office Properties[100] AG Mortgage[100] Grupo Financiero[100]
Banco Macro[100] Grupo Supervielle[100] Reinsurance [100]
Camden Property[100] Noah [100] KE [100]
Regional Management[100] iShares ESG[100] BrasilAgro -[100]
View complete list of Financial stocks by 12Stocks.com trends

12Stocks.com: Investing in Financial Sector using Exchange Traded Funds
The following table shows list of key exchange traded funds (ETF) that help investors track Financial Index. For detailed view, check out our ETF Funds section of our website.

Quick View: Move mouse or cursor over ETF symbol (ticker) to view short-term Technical chart and over ETF name to view long term chart. Click on ticker or stock name for detailed view. Click on to add stock symbol to your watchlist and to view watchlist.

12Stocks.com List of ETFs that track Financial Index

TickerETF NameWatchlistRecent PriceSmart Investing & Trading ScoreChange %Week %Year-to-date %
XLFFinancial  40.55530.22-0.667.85%
IAIBroker-Dealers & Secs 114.27950.981.115.29%
IYFFinancials  92.49580.400.358.29%
IYGFinancial Services  64.09450.31-0.87.29%
KRERegional Banking  49.651001.293.03-5.3%
IXGGlobal Financials  84.84650.870.777.97%
VFHFinancials  98.70530.34-0.236.98%
KBEBank  46.391001.162.340.8%
FASFinancial Bull 3X 98.83600.95-1.7919.58%
FAZFinancial Bear 3X 11.0817-0.892.03-18.95%
UYGFinancials  62.80730.58-1.3413.77%
IATRegional Banks  42.29800.931.371.08%
KIEInsurance  49.48600.391.969.42%
PSCFSmallCap Financials  46.93660.021.23-4.57%
EUFNEurope Financials  22.65730.240.828.04%
PGFFinancial Preferred  14.85221.431.921.85%
 Smart Investing & Trading Score (0-Bearish to 100-Bullish)
12Stocks.com: Charts, Trends, Fundamental Data and Performances of Financial Stocks
We now take in-depth look at all Financial stocks including charts, multi-period performances and overall trends (as measured by Smart Investing & Trading Score).

One can sort Financial stocks (click link to choose) by Daily, Weekly and by Year-to-Date performances. Also, one can sort by size of the company or by market capitalization.
Select Your Default Chart Type:
Long Term Chart Daily Chart Weekly Chart 
Long Term Chart (Default)
Weekly Chart Example
Daily Chart Example
Click on stock symbol or name for detailed view. Click on to add stock symbol to your watchlist and to view watchlist. Quick View: Move mouse or cursor over "Daily" to quickly view daily Technical stock chart and over "Weekly" to view weekly Technical stock chart.

Stock Chart of UMB Financial CorporationUMBF UMB Financial Corporation
Sector: Financials
SubSector: Regional - Southwest Banks
MarketCap: 2207.35 Millions
Recent Price: 82.57    
Smart Investing & Trading Score: 88
Day Percent Change: 0.86%    
Day Change: 0.70
Week Change: -0.72%    
Year-to-date Change: -1.2%
UMBF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add UMBF to Watchlist:       View:      Get Complete UMBF Trend Analysis ➞

Stock Chart of Morgan Stanley China A Share Fund, Inc.CAF Morgan Stanley China A Share Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Foreign
MarketCap: 354.447 Millions
Recent Price: 12.59    
Smart Investing & Trading Score: 100
Day Percent Change: 0.16%    
Day Change: 0.02
Week Change: 3.2%    
Year-to-date Change: -1.2%
CAF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CAF to Watchlist:       View:      Get Complete CAF Trend Analysis ➞

Stock Chart of Global Indemnity LimitedGBLI Global Indemnity Limited
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 419.412 Millions
Recent Price: 31.86    
Smart Investing & Trading Score: 66
Day Percent Change: -1.39%    
Day Change: -0.45
Week Change: -1.3%    
Year-to-date Change: -1.2%
GBLI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GBLI to Watchlist:       View:      Get Complete GBLI Trend Analysis ➞

Stock Chart of Oppenheimer Holdings Inc.OPY Oppenheimer Holdings Inc.
Sector: Financials
SubSector: Investment Brokerage - Regional
MarketCap: 243.565 Millions
Recent Price: 40.83    
Smart Investing & Trading Score: 83
Day Percent Change: 0.86%    
Day Change: 0.35
Week Change: 0.07%    
Year-to-date Change: -1.2%
OPY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add OPY to Watchlist:       View:      Get Complete OPY Trend Analysis ➞

Stock Chart of Byline Bancorp, Inc.BY Byline Bancorp, Inc.
Sector: Financials
SubSector: Regional - Midwest Banks
MarketCap: 381.87 Millions
Recent Price: 23.28    
Smart Investing & Trading Score: 100
Day Percent Change: 2.11%    
Day Change: 0.48
Week Change: 6.89%    
Year-to-date Change: -1.2%
BY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BY to Watchlist:       View:      Get Complete BY Trend Analysis ➞

Stock Chart of AG Mortgage Investment Trust, Inc.MITT AG Mortgage Investment Trust, Inc.
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 197.839 Millions
Recent Price: 6.27    
Smart Investing & Trading Score: 100
Day Percent Change: 8.85%    
Day Change: 0.51
Week Change: 10.97%    
Year-to-date Change: -1.3%
MITT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MITT to Watchlist:       View:      Get Complete MITT Trend Analysis ➞

Stock Chart of Invesco California Value Municipal Income TrustVCV Invesco California Value Municipal Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 495.407 Millions
Recent Price: 9.68    
Smart Investing & Trading Score: 70
Day Percent Change: 0.57%    
Day Change: 0.06
Week Change: 1.04%    
Year-to-date Change: -1.3%
VCV Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VCV to Watchlist:       View:      Get Complete VCV Trend Analysis ➞

Stock Chart of SI Financial Group, Inc.SIFI SI Financial Group, Inc.
Sector: Financials
SubSector: Savings & Loans
MarketCap: 171.5 Millions
Recent Price: 42.86    
Smart Investing & Trading Score: 34
Day Percent Change: 0.21%    
Day Change: 0.09
Week Change: 0.86%    
Year-to-date Change: -1.3%
SIFI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SIFI to Watchlist:       View:      Get Complete SIFI Trend Analysis ➞

Stock Chart of BlackRock MuniHoldings New Jersey Quality Fund, Inc.MUJ BlackRock MuniHoldings New Jersey Quality Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 358.807 Millions
Recent Price: 11.26    
Smart Investing & Trading Score: 47
Day Percent Change: 1.08%    
Day Change: 0.12
Week Change: 1.53%    
Year-to-date Change: -1.3%
MUJ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MUJ to Watchlist:       View:      Get Complete MUJ Trend Analysis ➞

Stock Chart of BlackRock Municipal Income Quality TrustBYM BlackRock Municipal Income Quality Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 306.507 Millions
Recent Price: 11.06    
Smart Investing & Trading Score: 37
Day Percent Change: 0.82%    
Day Change: 0.09
Week Change: 0.64%    
Year-to-date Change: -1.3%
BYM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BYM to Watchlist:       View:      Get Complete BYM Trend Analysis ➞

Stock Chart of LexinFintech Holdings Ltd.LX LexinFintech Holdings Ltd.
Sector: Financials
SubSector: Credit Services
MarketCap: 1674.18 Millions
Recent Price: 1.81    
Smart Investing & Trading Score: 64
Day Percent Change: 1.97%    
Day Change: 0.03
Week Change: 6.14%    
Year-to-date Change: -1.4%
LX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add LX to Watchlist:       View:      Get Complete LX Trend Analysis ➞

Stock Chart of iShares iBonds Dec 2026 Term Treasury ETFIBTG iShares iBonds Dec 2026 Term Treasury ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 22.56    
Smart Investing & Trading Score: 20
Day Percent Change: 0.18%    
Day Change: 0.04
Week Change: 0.14%    
Year-to-date Change: -1.4%
IBTG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IBTG to Watchlist:       View:      Get Complete IBTG Trend Analysis ➞

Stock Chart of CME Group Inc.CME CME Group Inc.
Sector: Financials
SubSector: Investment Brokerage - National
MarketCap: 64145 Millions
Recent Price: 207.68    
Smart Investing & Trading Score: 0
Day Percent Change: 0.10%    
Day Change: 0.20
Week Change: -1.55%    
Year-to-date Change: -1.4%
CME Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CME to Watchlist:       View:      Get Complete CME Trend Analysis ➞

Stock Chart of BlackRock Municipal Income Trust IIBLE BlackRock Municipal Income Trust II
Sector: Financials
SubSector: Asset Management
MarketCap: 276.503 Millions
Recent Price: 10.53    
Smart Investing & Trading Score: 62
Day Percent Change: 1.06%    
Day Change: 0.11
Week Change: 1.15%    
Year-to-date Change: -1.4%
BLE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BLE to Watchlist:       View:      Get Complete BLE Trend Analysis ➞

Stock Chart of Agility Shares Dynamic Tactical Income ETFTHY Agility Shares Dynamic Tactical Income ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 22.27    
Smart Investing & Trading Score: 32
Day Percent Change: 0.42%    
Day Change: 0.09
Week Change: 0.51%    
Year-to-date Change: -1.4%
THY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add THY to Watchlist:       View:      Get Complete THY Trend Analysis ➞

Stock Chart of Western Asset Inflation-Linked Income FundWIA Western Asset Inflation-Linked Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 279.207 Millions
Recent Price: 8.00    
Smart Investing & Trading Score: 72
Day Percent Change: 1.20%    
Day Change: 0.09
Week Change: 1.28%    
Year-to-date Change: -1.5%
WIA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WIA to Watchlist:       View:      Get Complete WIA Trend Analysis ➞

Stock Chart of American Financial Group, Inc.AFGE American Financial Group, Inc.
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 2239.66 Millions
Recent Price: 19.20    
Smart Investing & Trading Score: 47
Day Percent Change: 1.19%    
Day Change: 0.22
Week Change: 1.99%    
Year-to-date Change: -1.5%
AFGE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AFGE to Watchlist:       View:      Get Complete AFGE Trend Analysis ➞

Stock Chart of ARMOUR Residential REIT, Inc.ARR ARMOUR Residential REIT, Inc.
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 578.739 Millions
Recent Price: 19.02    
Smart Investing & Trading Score: 64
Day Percent Change: 1.01%    
Day Change: 0.19
Week Change: 2.7%    
Year-to-date Change: -1.6%
ARR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ARR to Watchlist:       View:      Get Complete ARR Trend Analysis ➞

Stock Chart of Nuveen California Municipal Value Fund, Inc.NCA Nuveen California Municipal Value Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 256.107 Millions
Recent Price: 8.82    
Smart Investing & Trading Score: 55
Day Percent Change: 1.26%    
Day Change: 0.11
Week Change: 1.97%    
Year-to-date Change: -1.6%
NCA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NCA to Watchlist:       View:      Get Complete NCA Trend Analysis ➞

Stock Chart of SP Funds Dow Jones Global Sukuk ETFSPSK SP Funds Dow Jones Global Sukuk ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 17.63    
Smart Investing & Trading Score: 45
Day Percent Change: 0.17%    
Day Change: 0.03
Week Change: 0.51%    
Year-to-date Change: -1.6%
SPSK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SPSK to Watchlist:       View:      Get Complete SPSK Trend Analysis ➞

Stock Chart of BlackRock MuniHoldings Quality Fund II, Inc.MUE BlackRock MuniHoldings Quality Fund II, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 240.007 Millions
Recent Price: 9.86    
Smart Investing & Trading Score: 57
Day Percent Change: 0.82%    
Day Change: 0.08
Week Change: 0.82%    
Year-to-date Change: -1.6%
MUE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MUE to Watchlist:       View:      Get Complete MUE Trend Analysis ➞

Stock Chart of Invesco Value Municipal Income TrustIIM Invesco Value Municipal Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 587.207 Millions
Recent Price: 11.54    
Smart Investing & Trading Score: 62
Day Percent Change: 1.14%    
Day Change: 0.13
Week Change: 1.85%    
Year-to-date Change: -1.6%
IIM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IIM to Watchlist:       View:      Get Complete IIM Trend Analysis ➞

Stock Chart of Nuveen California Quality Municipal Income FundNAC Nuveen California Quality Municipal Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 1797.67 Millions
Recent Price: 10.91    
Smart Investing & Trading Score: 69
Day Percent Change: 0.83%    
Day Change: 0.09
Week Change: 1.68%    
Year-to-date Change: -1.6%
NAC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NAC to Watchlist:       View:      Get Complete NAC Trend Analysis ➞

Stock Chart of Grupo Aval Acciones y Valores S.A.AVAL Grupo Aval Acciones y Valores S.A.
Sector: Financials
SubSector: Foreign Regional Banks
MarketCap: 1259.79 Millions
Recent Price: 2.39    
Smart Investing & Trading Score: 22
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: -1.65%    
Year-to-date Change: -1.7%
AVAL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AVAL to Watchlist:       View:      Get Complete AVAL Trend Analysis ➞

Stock Chart of BNY Mellon Municipal Bond Infrastructure Fund, Inc.DMB BNY Mellon Municipal Bond Infrastructure Fund, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 202.503 Millions
Recent Price: 10.14    
Smart Investing & Trading Score: 67
Day Percent Change: 0.80%    
Day Change: 0.08
Week Change: 1.5%    
Year-to-date Change: -1.7%
DMB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DMB to Watchlist:       View:      Get Complete DMB Trend Analysis ➞

For tabular summary view of above stock list: Summary View ➞
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